Jeffrey Steinberg is a financial advisor at Cetera Planning Partners with over 31 years of industry experience. He holds the CFP® and ChFC® designations and has a longstanding background in legal practice, working as an attorney since 1991. Prior to his current role, he has been affiliated with several firms within the Cetera and Avantax networks. Outside of advising, Steinberg is a limited partner investor in a credit fund that lends to start-ups and receives referral fees for legal cases he refers. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach involves diversified portfolios tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

William Pembroke is a financial advisor with Cetera Planning Partners in Port St. Lucie, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles with multiple Cetera entities and Avantax Planning Partners, as well as ownership of a CPA practice since 1991. He serves as Treasurer for a commercial condominium association, where he handles tax filings. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates tax planning, estate services, and other offerings through a broad network of affiliated resources.